Hi everyone, I'm working on a customization in the CSM portal and I'm running into a roadblock.
Here's what I'm trying to do:
On the "My Lists" section of the CSM portal, I want to allow certain contacts to see all cases created by other contacts who belong to the same company and the same country.
What I’ve done so far:
Using the sn_customerservice.customer_case_manager role, I can allow a contact to see all cases from other contacts in the same company, which works fine.
I tried to go further by restricting this to only those contacts who also share the same country as the current user.
I attempted this by creating an ACL and a Business Rule of type "Query", but neither approach seems to be working as expected. The list of cases in "My Lists" still shows either everything (company-wide) or nothing, depending on the configuration.
Has anyone implemented a similar requirement? Any ideas or best practices on how to achieve this kind of conditional visibility (company + country) on the CSM portal?
Thanks in advance!
